Microsoft Dynamics 365 Fast Track for Developers

Module 1: Introduction

This module provides the attendee with an introduction to the concept of customizing and configuring Dynamics 365 and the Power Platform.

Lessons

• Compare versions of Microsoft Dynamics 365
• Introduction to the Dynamics 365 Power Platform
• Introduction to Common Data Services
• Get acquainted with the Dynamics 365 framework
• Review the Dynamics 365 interfaces, devices and apps
• Understand the tools for Dynamics 365 customizers
• A brief overview of Solutions
• Understand the differences between Dynamics 365 organisations and environments
• Review further reading and resources
• Set up the lab environment - Acme Enterprises Event Management Solution

Lab 1: Setting up your Lab environment

• Setup your Lab and install sample data

Module 2: Initial Setup and Configuration

This module presents some of the most common features that require setup and configuration when Dynamics 365 is first installed.    

Lessons

• An introduction to Dynamics 365 online setup
• An introduction to Dynamics 365 on premise setup
• The Power Platform Admin Center
• Review the System Settings area
• Understand how to configure Auto Save Settings
• Understand how to configure Format Settings
• Understand how to configure Audit Settings
• Understand how to configure Email Settings
• Understand how to configure Skype Integration
• Understand how to configure SharePoint Integration

 Lab 1: Configure Settings

• Configure Settings in Dynamics 365

Lab 2: Configure Auditing

• Configure Audit Settings in Dynamics 365

Module 3: Security

This module highlights the importance of maintaining a robust security model in Dynamics 365 by stepping through how to configure Business Units, Security Roles, Users and Teams. Access Teams and Hierarchy Security are also considered.

Lessons

• Design and configure Business Units
• Configure Security Roles
• Manage Users and Teams
• Implement Access Teams
• Configure Hierarchy Security

Lab 1: Configure Users, Business Units, Security Roles and Access Levels

• Add new Users in Dynamics 365
• Create new Business Units
• Copy a Security Role and Configure Access Levels
• Assign Users to Security Roles
• Login to Dynamics 365 as a different User to test permissions

Module 4: Creating and Managing Entities

In this module we will start to look at customizing the Dynamics 365 schema, including Entities, Relationships, Fields and Forms which can be customised and extended using powerful inbuilt tools.

Lessons

• Introduction to the Dynamics 365 model
• Review the different Entity Types
• Create new Custom Entities
• Managing Entity Ownership
• Managing Entity Properties
• Custom Entity Security
• Virtual Entities
• Review Entities and Solutions

Lab 1: Creating and Managing Entities

• Creating a new Solution
• Create Custom Entities and configure Entity properties
• Add existing System Entities to a Solution
• Configure permissions for Custom Entities

Module 5: Customizing Fields in Power Apps

This module presents the different Field types that exist in Dynamics 365 including special Fields like Calculated and Rollup Fields. The Business Rule Designer is also introduced together with Field Level Security.

Lessons

• Introduction to Field Customization
• Understand the different Field Types
• Review Field Formats
• Create a new Field
• Review Fields and Solutions
• Implement a Calculated Field
• Configure Field Level Security

Lab 1: Creating and Managing Fields

• Creating Fields
• Create a Global Option Set

Lab 2: Creating a Calculated Field

• Creating a Calculated Field
• Add Fields to an Entity Form

 Lab 3: Configuring Field Level Security

• Enable a Field for Field Level Security
• Configure a Field Security Profile

Module 6: Customizing Relationships and Mappings in Power Apps

This module provides an overview of the different types of Relationships that can be created in Dynamics 365. Relationship Behaviours and Mappings are also considered.

Lessons

• Introduction to Relationships
• Review the different Relationship Types
• Create a Relationship
• Review Relationships and Solutions
• Understand Relationship Behaviour
• Implement a Hierarchy Relationship
• Configure Field Mappings

Lab 1: Create Entity Relationships

• Create Entity Relationships
• Configure Relationship Behaviour

 Lab 2: Create a Hierarchical Relationship

• Configure a Hierarchical Relationship

Lab 3: Configure Field Mappings

• Configure Field Mappings

Module 7: Customizing Forms, Views and Visualizations in Power Apps

This module steps through the process to create, customize and configure Forms, Views, Charts and Dashboards in Dynamics 365.

Lessons

• The process to create a new Form
• Review the different Form types
• Using the Form Designer
• Customizing the Main, Quick View and Quick Create Forms
• Editable Grids
• Configure Form Security
• Review the different View types
• Customizing System Views
• Customizing System Charts and Dashboards

Lab 1: Customizing Forms

• Customising Forms
• Create a Quick Create Form
• Create a Quick View Form

 Lab 2: Configuring System Views

• Create Custom System Views

 Lab 3: Configuring Charts and Dashboards

• Configure a System Chart
• Construct a System Dashboard

Module 8: Building Custom Power Apps to work with Dynamics 365

In this module you will learn how to provision and use the Dynamics 365 App Designer to create a custom App and navigation.

Lessons

• An introduction to Power Apps and the Power Platform
• An introduction to the App Designer
• Customizing the Sales and Customer Service Apps
• App Designer Walk Through
• App Designer Features
• Security Enabled Navigation
• Constructing an App
• Publishing an App
• Apps and Solutions

Lab 1: Build a custom Event Management App

• Use the App Designer to build a custom App

Module 9: Processes: Workflows, Business Process Flows and Flow

In this module you will learn how to create and maintain Workflows, Business Process Flows and Custom Actions in Dynamics 365.

Lessons

• Introduction to Processes
• Workflow
• Business Process Flows
• Microsoft Flow

Lab 1: Create a Workflow

• Customising Forms
• Create a Quick Create Form
• Create a Quick View Form

 Lab 2: Create a Business Process Flow

• Create a Business Process Flow
• Add Stages and Steps to a Business Process Flow
• Configure Branching Logic in a Business Process Flow

Lab 3: Create a Flow

• Using Flow with Dynamics 365

Module 10: Solution Management

In this module you will learn how to create and manage Solutions in Dynamics 365 across multiple environments.

Lessons

• An introduction to Solution Management
• How to add and administer components in a Solution
• The differences between unmanaged and managed Solutions
• How to export and import a Solution
• How to set Managed Properties for a Solution
• What happens when you delete a Solution
• How to Clone a Solution Patch
• How to Clone a Solution

Lab 1: Solution Management

• Export an Unmanaged Solution
• Import an Unmanaged Solution
• Configuring Managed Properties
• Export and Import Managed Solutions
• Create a Solution Patch
• Clone a Solution

Module 11: Introduction to Dynamics 365 Development

This module introduces the concept of developing and extending the Microsoft Dynamics 365 Framework. You will learn about the tools and resources that are available to developers and administrators as well as best practice methodologies and fundamentals.

Lessons

• Overview
• Objectives
• Introduction to Dynamics 365 Development
• Development Fundamentals
• Development Tools for Microsoft Dynamics 365
• The Customer Engagement Tool Kit (Formally known as SDK) Tools
• Development Environments
• Skills and Best Practice
• Further reading and resources

Lab 1: Dynamics 365 Developer Orientation

• Review Developer Resources
• Review the Developer Center and Forums
• Download Resources from NuGet
• Review the Customer Engagement Toolkit (Formally SDK)
• Review the Developer Lab Files 

Module 12: The Dynamics 365 Web API

This module presents the various API’s available to developers in Microsoft Dynamics 365. You will learn how to write code to consume the server and client-side API endpoints using Microsoft .Net C# in Visual Studio.    

Lessons

• Introduction to the Dynamics 365 API’s
• The Web API
• Setting up Visual Studio to use the Web API
• Create, Read, Update and Delete with the Web API
• Web API Operations and Functions  
• The Discovery Web Service
• The Organization Web Service
• Authentication
• Core Assemblies
• Early and Late-bound classes
• Service Context
• The Code Generation tools
• CRUD Operations
• Using the QueryExpression Class
• Using LINQ
• Using FetchXML

 Lab 1: Using the Dynamics 365 Web API with Server-side code

• Set up the Visual Studio Project
• Develop an App to perform operations using the Web API
• Test your App

Module 13: Developing Plug-Ins for Dynamics 365

In this module you will learn how to develop custom business logic in a Plug-In component using Microsoft .Net C# in Visual Studio. You will also learn how to deploy Plug-In components to Microsoft Dynamics 365 using the Plug-In registration tool.

Lessons

• Introduction to Plug-Ins
• Writing Plug-In Code
• Using the Plug-In Registration Tool
• Debugging Plug-Ins with the Plug-In Profiler
• Deploying Plug-Ins with Solutions

Lab 1: Create and deploy a Plug-In

• Customize Dynamics 365
• Set up the Visual Studio Project
• Create a Plug-In
• Sign and Build the Assembly
• Deploy a Plug-In using the Plug-In Registration Tool
• Debug Plug-In code using the Plug-In Profiler Tool
• Test your Plug-In

Module 14: Developing Client-side Code

This module introduces the concepts of developing Client-side code that works with the event driven model in Microsoft Dynamics 365. You will learn how to create and deploy Client-side components using Web resources and interact with the Dynamics 365 Web API in Microsoft Dynamics 365.

Lessons

• Introduction to Client-side coding
• The Dynamics 365 Event Driven Model
• Developing JavaScript Client-side code
• Using Web resources
• Working with data using the Web API OData REST service

Lab 1: Client- side programming with JavaScript

• Create a JavaScript Web Resource
• Configure the Dynamics 365 Event Handlers
• Test you code

Lab 2: Create and deploy a Client-side Component using the Web API

• Create a HTML Web Resource
• Write Client-side code for the Web API

Module 15: Developing for Power Apps in Dynamics 365

This module looks at different approaches to customizing and developing Hubs and Apps in Microsoft Dynamics 365, including customization of the Dynamics 365 navigation using the inbuilt App Designer Tool to create a custom Dynamics 365 PowerApp.

Lessons

• Introduction to the Unified Client Interface (UCI) and Power Apps
• Introduction to the App Designer
• Customizing the Dynamics 365 Navigation
• Extending the Unified Client Interface (UCI) with code
• Customize the Dynamics 365 Navigation
• Security Enabled Apps
• Publishing Apps

Lab 1: Extend a Power App with code

• Extending a UCI App with code
• Test your code